TheEducationEdge Conversion Guide - Blackbaud · 2015. 3. 4. · 2 CHAPTER Welcome to the...

TheEducationEdge™

Conversion Guide

080714

2014 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.

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All other products and company names mentioned herein are trademarks of their respective holder.

EE‐ConversionGuide‐080714

Contents

WELCOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

The Four Keys to a Successful Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Pre‐conversion Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

CONVERTING TO THE EDUCATION EDGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Updating The Financial Edge on a Standalone and Converting to The Education Edge . . . . . . . . . . . . . 6Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Step 2: Important Notes Before Updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Step 3: Updating The Financial Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Step 4: Converting Your Education Administration 6.8.3 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Updating The Financial Edge on a Network and Converting to The Education Edge . . . . . . . . . . . . . . 19Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 2: Important Notes Before Updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 3: Updating The Financial Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Step 4: Converting Your Education Administration 6.8.3 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Installing and Converting to The Education Edge on a Standalone . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 2: Important Notes Before Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 3: Installing The Education Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Step 4: Migrating Your Database and Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Installing and Converting to The Education Edge on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 2: Important Notes Before Installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 3: Installing The Education Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Step 4: Migrating Your Database and Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Required NTFS Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

POST‐CONVERSION TASKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Post‐conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Comparing System Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Planning Security in a Shared Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Designating Faculty Access for the Web Supervisors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Setting Up Your New Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Updating Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Accessing Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Accessing Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Unlocking Optional Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

1chapter

Welcome

The Four Keys to a Successful Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Pre‐conversion Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 CHAPTER

Welcome to the Conversion Guide for The Education Edge. This guide provides step‐by‐step procedures to help current users of the latest version of Education Administration 6.8.3 convert to The Education Edge. To prepare for conversion, you should have already read the Conversion Planning Guide and prepared your data according to the recommendations. If you are not sure if your data is ready or have any questions regarding conversion preparation, please review the Conversion Planning Guide.

You should carefully read this guide before converting your data or installing The Education Edge. The information in this guide is organized into three chapters.

Chapter 1: Welcome. This chapter is an introduction to the Conversion Guide and discusses the importance of preparing for the conversion process, including the four keys to a successful conversion.

Chapter 2: Converting to The Education Edge. This chapter provides instructions for either installing or updating to The Education Edge and converting Education Administration 6.8.3 data.

If you currently have The Financial Edge, you update to the latest version. If you do not currently have The Financial Edge, you install The Financial Edge. The name changes to The Education Edge after you convert Admissions Office or Registrar’s Office data.

Chapter 3: Post-conversion Tasks. This chapter provides information about changes you may need to make to your data once converted, including validating your database and re‐creating reports, queries, and security groups.

Because the conversion process makes irreversible changes to your database, we recommend you make a backup of your 6.8.3 data before proceeding. If the conversion process is interrupted for any reason, you must restore to that backup and restart the conversion.

The Four Keys to a Successful ConversionConverting from Education Administration 6.8.3 to The Education Edge is a serious undertaking requiring careful planning on your part. The conversion is not a self‐contained update you simply insert in your CD‐ROM drive and run.

Because The Education Edge is a new product, the conversion process requires detailed planning and implementation. To help your organization prepare, we have developed the four keys to a successful conversion. Each key is a component extremely important to the success of your conversion. We urge you to review the following four keys and make sure your organization considers each before beginning the conversion process.

Time. Before you convert to The Education Edge, consider the time required to complete the process. We recommend you convert data during a relatively slow time for your organization. You cannot work in your database during the conversion process, so it is important that you schedule the conversion when you do not need to access your database.

Warning: Because The Education Edge is a new product, the conversion process requires detailed planning. Before converting, you should carefully read the Conversion Planning Guide and follow the pre‐conversion suggestions provided.

Warning: The conversion process makes irreversible changes to your database. Before proceeding, we strongly recommend you make a backup of your 6.8.3 data. If the conversion process is interrupted for any reason, you must restore to that backup and begin the conversion again.

Warning: Information in this guide is subject to change. Please visit our website to view the most current information before you begin planning your conversion to The Education Edge. We recommend periodically visiting our website during your planning process to view updated requirements or additional conversion information.

WELCOME 3

Comprehensive Conversion Plan. The transition from Education Administration 6.8.3 to The Education Edge is a significant event requiring resource allocation and attention. Like building a home, the most important first step is a solid foundation. By carefully planning and preparing your data for conversion, you create a strong foundation for your new database. For this reason, you need to take as much time as necessary to make sure your organization is ready to convert to The Education Edge.

Hardware. The hardware on which you are using The Education Edge affects the performance your organization can achieve. If your hardware does not meet or exceed our requirements, you will not get the maximum benefit of using The Education Edge. Please review the current detailed system requirements for The Education Edge with your IT staff or the person responsible for maintaining your hardware. Visit our website at support.blackbaud.com to view the most up‐to‐date system requirements for The Education Edge.

Services/Training. Moving to The Education Edge is a major conversion to a product that looks and feels totally different. The Education Edge includes new functionality along with many new and different ways of performing tasks. For a successful transition, all of your organization’s staff must be trained on The Education Edge prior to conversion, regardless of their level of expertise with our version 6.8.3 products. The classes “Transitioning to Admissions Office 7” and “Transitioning to Registrar’s Office 7” are recommended for experienced users. Other classes are available to introduce new users to Admissions Office 7 and Registrar’s Office 7.

Clients who have converted tell us that training was key to their success with The Education Edge. Training is also an important component for employee morale and development. It helps employees with even mild anxiety about the change feel more confident and capable. Training is an important investment in every aspect of your school, staff operations, and mission.

You should also consider which of our services can best meet your organization’s needs. For example, we offer consulting services to assist you with every aspect of your conversion and implementation, including remote installation. We also offer secure Hosting Services, which can free your organization from the cost and upkeep of hardware concerns.

For information about the best training option for your organization, check out our Training page on Blackbaud.com or call your account representative. You can also send an email to [email protected].

Pre-conversion ConsiderationsWhen you convert to The Education Edge, most of your Education Administration 6.8.3 information converts. But, because The Education Edge is an entirely new program, the underlying data structures are very different from Education Administration 6.8.3; therefore, some aspects do not convert. Please review the Conversion Planning Guide and follow all pre‐conversion recommendations BEFORE converting. It is extremely important that you take the necessary time to prepare and account for any data that does not convert.

The conversion utility contains a pre‐conversion system check and conversion steps including selecting to convert to one or multiple schools, defining promotion schedules, determining how to convert attendance codes, and determining how to convert attempted and awarded credits. So you can prepare for the system check and plan your choices on the steps before you begin the conversion utility, see the Understanding the Pre‐conversion chapter of the Conversion Planning Guide.

4 CHAPTER

2chapter

Converting to The Education Edge

Updating The Financial Edge on a Standalone and Converting to The Education Edge . . . . . . . . . . . . . . . . . . . . . 6Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Step 2: Important Notes Before Updating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Step 3: Updating The Financial Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Step 4: Converting Your Education Administration 6.8.3 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Updating The Financial Edge on a Network and Converting to The Education Edge . . . . . . . . . . . . . . . . . . . . . . 19Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 2: Important Notes Before Updating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Step 3: Updating The Financial Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Step 4: Converting Your Education Administration 6.8.3 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Installing and Converting to The Education Edge on a Standalone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 2: Important Notes Before Installing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Step 3: Installing The Education Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Step 4: Migrating Your Database and Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Installing and Converting to The Education Edge on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Recommended Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 1: Confirming Data Readiness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 2: Important Notes Before Installing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Step 3: Installing The Education Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Step 4: Migrating Your Database and Converting Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Required NTFS Rights. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

6 CHAPTER

This chapter provides step‐by‐step conversion procedures for clients who are currently using the latest version of Education Administration 6.8.3 and are converting to The Education Edge.

• If you currently have The Financial Edge, you must update your database to the latest version. Then you can convert Education Administration 6.8.3 data into the database. Your accounting and school administration programs share a database in the Education Edge shell.

• If you do not currently have The Financial Edge, the conversion process includes the installation of The Education Edge, the migration of your Education Administration 6.8.3 database, and the conversion of Education Administration 6.8.3 data. You can install and convert data on a standalone workstation or on a network server.

The section you read in this guide depends on whether you currently have The Financial Edge and whether you are updating or installing on a standalone or network.

In order to begin the conversion process, you must be running the latest version of Education Administration 6.8.3. If you have not updated Admissions Office and Registrar’s Office to the latest version of Education Administration 6.8.3, send an email to [email protected] to request more information.

Updating The Financial Edge on a Standalone and Converting to The Education EdgeA standalone system is configured for one user and data is accessed from one workstation. If you currently use The Financial Edge on a standalone system, you should follow the installation and conversion instructions provided in this section.

You are ready to begin the updating and converting processes only when you are sure you are running the latest version of Education Administration 6.8.3 and you have read the entire Conversion Planning Guide.

Recommended Steps

If you are updating a standalone version of The Financial Edge to version 7.86 and converting Education Administration 6.8.3 data, you should complete the following steps. We recommend using this checklist to help guide you through the process. As you complete each task in the list, place a mark in the corresponding checkbox.

Make sure you are successfully prepared to convert to The Education Edge by reading the Conversion Planning Guide. This step is extremely important to the success of your conversion. For more information, see “Step 1: Confirming Data Readiness” on page 7.

Prepare for the update by reviewing “Step 2: Important Notes Before Updating” on page 7 and following the recommendations that apply to you.

Update The Financial Edge to The Education Edge version 7.86. For more information, see “Step 3: Updating The Financial Edge” on page 8.

Note: The Financial Edge name changes to The Education Edge after you convert Admissions Office or Registrar’s Office data.

Warning: If you are converting from Education Administration 6.8.3 on a new machine, or one that does not have Education Administration 6.8.3 installed on the Education Edge server, you must run “EADBSetup.exe” to install the required files from the Tools\Migration directory located on the CD. Contact Blackbaud product support for the password.

Warning: The conversion process makes irreversible changes to your database. Before proceeding, we strongly recommend you make a backup of your 6.8.3 data and test that backup before proceeding. If the conversion process is interrupted for any reason, you must restore to that backup and begin the conversion again.

CONVERT ING TO THE EDUCAT ION EDGE 7

Launch The Education Edge and convert your data. You manually convert Admissions Office and Registrar’s Office data using a utility accessed on the Plug‐Ins page of the shell. Before the conversion process begins, a pre‐conversion system check analyzes your 6.8.3 data. After the system check is complete, you can print a pre‐conversion report and make any necessary changes to your 6.8.3 data. When you are ready to convert, you can start the conversion utility again. When you proceed to the conversion, you must complete conversion steps including selecting to convert to one or multiple schools, defining promotion schedules, determining how to convert attendance codes, and determining how to convert attempted and awarded credits. For more information, see “Step 4: Converting Your Education Administration 6.8.3 Data” on page 9.

Perform the recommended post‐conversion tasks, including re‐creating reports, queries, and security groups. For more information, see the “Post‐conversion Checklist” on page 84.

Step 1: Confirming Data Readiness

It is important that you verify the readiness of your 6.8.3 data. Confirming readiness involves verifying that you have successfully prepared your data for the conversion. Requirements and recommendations for preparing your data are provided in the Conversion Planning Guide.

This step is not optional. It is extremely important to the success of your conversion. Before continuing with the conversion process, make sure your data has been prepared. Once you have confirmed that your data is ready, you can continue with the update and conversion process.

Step 2: Important Notes Before Updating

This section provides important notes you should read before attempting to update The Financial Edge. We recommend that you verify each item in this list before moving on to the update and conversion procedures. Many of the items in this section are important precautions you should take to promote a successful update. If you ignore recommendations in this list, you may have problems during the update process.

You should have a complete backup of your current Financial Edge database before running the update. For additional information about creating and restoring backups, see the Database Administration Guide.

Before updating, make sure all users are logged out of The Financial Edge.

Make sure you have already installed and configured the latest version of Education Administration 6.8.3 for each database in your system. If you have multiple databases, you must install Education Administration 6.8.3 on each.

If you run The Raiser’s Edge 6 and Education Administration 6 using the same database engine, be aware that your Education Administration 6 database is renamed and no longer available for that database engine after you convert to The Education Edge. To avoid an error when you try to restart the database engine, stop the database engine before converting and remove your Education Administration database from the startup command line. You change the command line by either using the Blackbaud Service Manager or editing the target of your shortcut to the database engine.

You should fully understand the Education Edge system requirements and make sure they are met. Visit our website at support.blackbaud.com for detailed system requirements.

Make sure you have a CD‐ROM drive at the workstation on which you are updating so you can access the installation CD‐ROM.

The Education Edge includes Microsoft’s SQL Server 2008 Express.

If you are using Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 4 must be installed. This is a Microsoft patch required to keep your system current with Microsoft’s security recommendations. If you have not installed Service Pack 4, you can download it from Microsoft’s SQL Server 2005 Downloads page.

The Education Edge is compatible with Microsoft’s SQL Server 2012 and 2014.

The Education Edge is compatible with Windows OS 8.1 and Windows 2012 Server R2.

8 CHAPTER

The Education Edge is compatible with Internet Explorer 11. Microsoft’s Internet Explorer is required to run The Education Edge.

Exit all Windows applications on the workstation where The Education Edge will be updated.

Close any virus scan programs. These programs can sometimes mistakenly interpret the setup/update process of a new program as a contamination of existing files on the disk. Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.

Step 3: Updating The Financial Edge

You are ready to update The Financial Edge only after you have successfully met the requirements and recommendations presented in “Step 1: Confirming Data Readiness” on page 7 and “Step 2: Important Notes Before Updating” on page 7. If you have not yet prepared for the conversion using this information, we strongly recommend that you review it before continuing. If you have successfully prepared using the information provided, including the Conversion Planning Guide, you are ready to continue with the conversion process by updating The Financial Edge.

Updating The Financial Edge on a standalone workstation

1. Before beginning the update, make sure you have opted to hide the Getting Started with the Blackbaud Management Console screen and that your server status is “Stopped”. Once you stop the server, close the Blackbaud Management Console.

2. Insert the update CD into your CD‐ROM drive. The AutoPlay Menu screen appears.

3. Click Install Software. The InstallShield Wizard screen for upgrading The Financial Edge appears.

4. Click Next. The Installing The Financial Edge screen appears displaying the status of the update.

5. Once the installation is complete, the InstallShield Wizard Completed screen appears.

6. Click Finish. A screen appears prompting you to restart your computer, which is required to complete the installation.

7. Click Yes to restart now or No to restart on your own. After restarting, the Financial Edge Setup screen may appear briefly while final configuration takes place. At this point, The Financial Edge is updated.

Note: Even if you are running a full version of SQL Server, you must attach databases to The Education Edge using the Blackbaud Management Console. If you do not use the Blackbaud Management Console, the databases will not be accessible from The Education Edge.

Note: After clicking Install Software, you may see additional processing screens and/or a prompt to restart your computer. If prompted, restart your computer and continue with the procedure.

Note: If there are files in use that the installation process needs to update, a screen appears notifying you. Close the requested files and click Retry to continue.


Step 4: Converting Your Education Administration 6.8.3 Data

Once you have updated The Financial Edge to version 7.86, you can convert your Education Administration 6.8.3 data into the database. You open The Financial Edge, select the database to use, and then run the conversion utility accessible from the Plug‐Ins page in either Admissions Office or Registrar’s Office.

Converting your data on a standalone

1. Open The Financial Edge.

2. The Financial Edge splash screen appears telling you that multiple databases are detected. In most cases the screen displays your organization’s database and the sample database.

3. Select your organization’s database. The login screen appears.

4. Enter your Supervisor user name and password.

Note: After you convert Admissions Office or Registrar’s Office data, the name changes from The Financial Edge to The Education Edge.

10 CHAPTER

5. Click the right arrow button to log in. The Database Update Required screen appears.

6. Click Yes. The Database Upgrade screen appears, displaying the progress of your database upgrade. The upgrade process may take a long period of time. Please do not restart your computer during this process.

7. Once the database upgrade is complete, The Financial Edge opens. From any program, click Plug‐Ins on the navigation bar. The Plug‐ins page appears.


8. Click EA Conversion Utility. The AO/RO Conversion Utility page appears.

9. Select a method to initialize your program.

• Get started with a new Education Edge system using step‐by‐step instructions ‐ This gives you a fresh start and guides you through each step required to set up The Education Edge. If you select this when in Registrar’s Office or any accounting program, the Set up Registrar’s Office page in Administration appears. If you select this when in Admissions Office, the Set up Admissions Office page in Administration appears.

If you select this option, no data is converted and you are starting with an empty database. Do not continue with this procedure.

• Convert all existing Admissions/Registrar’s Office 6.x data ‐ This option lets you keep all of your existing data when converting to The Education Edge. To convert your data, click this link and continue with this procedure.

10. The AO/RO Conversion screen appears.

11. In the Path field, enter the path to the database to convert. You can click the binoculars to search for the database.

12. Click Convert.

Note: For more information about the pre‐conversion system check and errors on the pre‐conversion report, see the Understanding the Pre‐conversion chapter of the Conversion Planning Guide.

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13. To begin the pre‐conversion system check, click Convert. The pre‐conversion system check begins.

14. When the pre‐conversion system check is complete, the Pre‐Conversion Report appears. The pre‐conversion report lists the issues found in the pre‐conversion system check. Print the report and use the information provided in the report to fix the errors in your 6.8.3 data.

An error you must fix before you can continue is designated as “FAILED”. An error that the program will change if you do not fix it is designated as “WARNING”. If you have to make changes in your 6.8.3 data, close the report screen and close the conversion utility by clicking Quit Conversion.

15. After you have completed changes in your 6.8.3 data, start the conversion utility again and review the Pre‐Conversion Report again. If there are still errors you need to fix in your 6.8.3 data, close the report, close the conversion utility, and return to your 6.8.3 data again. Otherwise, close the report and click Continue Conversion for the program to fix any open issues designated as WARNING and begin the conversion setup.

16. The AO/RO Conversion Setup screen appears, asking if you want to convert to one or multiple schools.

17. In the What do you want to do? frame, you can mark Convert to only one active school or Convert to multiple schools using timetables, depending on how many timetables you have in 6.8.3.

If you have one timetable only, Convert to only one active school is marked and disabled.

If you have multiple timetables, you can select to convert to one school or multiple schools. However, if either the timetables’ terms have overlapping dates or you have scheduled classes in more than one of the timetables, you must convert to multiple schools.

To convert to one school, proceed to step 18. To convert to multiple schools, proceed to step 22.

18. With Convert to only one active school marked, a grid appears containing each term in your 6.8.3 data. Select the session (formerly timetable) to associate with each term.


19. If the program finds an academic year where session dates overlap or a class will span more than one session, a screen appears when you click Next.

20. In the grid, a row appears for each academic year and session that will not convert correctly, along with an explanation of either “Session dates overlap” or “Classes exist across sessions”.

In the Action column, select how to handle each. If you select “Convert as one session”, the program combines all the sessions on the screen into one session. If you select “Clean up data”, you are responsible for cleaning up data before continuing with the conversion. If you do not, the sessions on the screen do not convert.

21. Click Next and proceed to step 24.

Note: If there are academic years where courses will not convert start terms, an explanation appears below the grid. Cycle days and terms must be able to convert for a session for the session to convert.

Note: The grade levels associated with a timetable appear by default and can be changed. You can also associate a grade level with more than one school. Each grade level must be associated with at least one school.

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22. With Convert to multiple schools using timetables, a grid appears so you can select the grade levels to associate with each school.

Note: When converting multiple schools, the school for the converted active applications and enrollments is determined by grade levels on records. If a grade level is associated with more than one school, the program uses the primary school.


23. If you associate a grade level with more than one school, when you click Next, a screen appears so you can designate the primary school for that grade level for applications and enrollments.

24. Click Next. A screen appears so you can define promotion schedules. Promotion schedules are required in The Education Edge to define how students progress through grade levels at a school and, if you have multiple schools, how students progress to the next school.

Note: You must define one promotion schedule for each school.

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25. In the For school field, the first school name appears. In the Name field, enter a name for the promotion schedule.

26. In the Description field, enter a description of the promotion schedule.

27. To designate that a graduate of this school goes to another school next, mark Graduates go to [ ] in grade level [ ] and select the school and grade level to which to promote the student.

To designate that graduates of this school are no longer enrolled in the school, do not mark Graduates go to [ ] in grade level [ ].

28. The grade levels and grade level descriptions of the selected school automatically appear in the grid. You cannot edit these columns. In the Graduate column, mark the checkbox for the grade from which a student graduates from the school.

29. For each grade level, select the next grade level that students go to in the Next Grade Level column. The next grade level’s description appears in the Description column.

30. Click Next. If you are converting to multiple schools, you get additional screens so you can define a promotion schedule for each school. When you complete promotion schedules and click Next, a screen appears so you can separate attendance codes into absence and tardy codes.

31. All attendance codes defined in Configuration in 6.8.3 appear in the Absence codes box. Use the arrows to move codes into the Tardy codes box.

Note: Graduates go to [ ] in grade level [ ] does not appear if you have only one school.


32. Click Next. A screen appears so you can separate absence codes into full day codes and half day codes.

33. All absence codes appear in the Full day absence codes box. Use the right arrow to move half day codes into the Half day absence codes box. Keep in mind that you are not required to have half day codes.

34. Click Next. If there are absence codes that have multiple unit values in your 6.8.3 data, a screen appears so you can specify how to convert each code and unit combination.

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35. Each attendance code and unit combination appears as a row. In the Code to Use column, select the code to use in your Education Edge database. You can add new codes in this column.

36. If you added a new code in the Code to Use column, you must select the weight in the Weight column.

37. Click Next. The Course Grading Information screen appears.

38. To convert credits only in marking columns with the Award Credit checkbox marked, mark Award credits in the same marking columns they are attempted.

To convert credits only in marking columns without the Award Credit checkbox marked, mark Award credits in different marking columns than they are attempted.


39. Click Next. The Finish screen appears.

40. Click Finish to begin converting your data. A progress screen appears.

41. Once the conversion process is complete, a screen appears verifying the result of the process. From this screen, open the exception report containing any exceptions generated during the conversion. Review the exception report and use it to fix any exceptions found in your data before using the system.

42. Click Close.

43. Complete the post‐conversion tasks that apply to your organization. For more information, see “Post‐conversion Checklist” on page 84.

Updating The Financial Edge on a Network and Converting to The Education Edge

A network installation configures the software for multiple users working on multiple workstations. During the installation and conversion processes for a network version, you update The Financial Edge to version 7.86 on your server and convert your Education Administration 6.8.3 data.

You are ready to begin the installation and conversion processes only when you are sure you are running the latest version of Education Administration 6.8.3 and you have read the entire Conversion Planning Guide.

Note: During the conversion, an exception report is generated and saved to your local drive. We recommend that you review this report after the conversion and address any exceptions before setting up and using your new Admissions Office and Registrar’s Office systems. Instructions for viewing this file are included in the “Post‐conversion Checklist” section.

Note: For detailed information about network and database administration, see the Database Administration Guide.

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Follow the instructions in this section to update a server and workstations. For more detailed information about updating user workstations and the deployment package, see the Database Administration Guide.

Recommended Steps

If you are updating a network version of The Financial Edge to version 7.86 and converting Education Administration 6.8.3 data, you should complete the following steps. We recommend using this checklist to help guide you through the process. As you complete each task in the list, place a mark in the corresponding checkbox.


Prepare for the update by reviewing “Step 2: Important Notes Before Updating” on page 20 and following the recommendations that apply to you.

Update The Financial Edge to version 7.86. For more information, see “Step 3: Updating The Financial Edge” on page 21. The deployment package updates automatically.

Launch The Financial Edge and convert your data. You manually convert Admissions Office and Registrar’s Office data using a utility accessed on the Plug‐Ins page of the shell. Before the conversion process begins, a pre‐conversion system check analyzes your 6.8.3 data. After the system check is complete, you can print a pre‐conversion report and make any necessary changes to your 6.8.3 data. When you are ready to convert, you can start the conversion utility again. When you proceed to the conversion, you must complete conversion steps including selecting to convert to one or multiple schools, defining promotion schedules, determining how to convert attendance codes, and determining how to convert attempted and awarded credits. For more information, see “Step 4: Converting Your Education Administration 6.8.3 Data” on page 24.

Perform the recommended post‐conversion tasks, including re‐creating reports, queries, and security groups. For more information, see the “Post‐conversion Checklist” on page 84.

Once you have updated the server and converted your data, and completed post‐conversion tasks, you can install The Education Edge on user workstations.



This step is not optional. It is extremely important to the success of your conversion. Before continuing with the conversion process, make sure your data has been prepared. Once you have confirmed that your data is ready, you can continue with the update and conversion process.

Step 2: Important Notes Before Updating

This section provides important notes you should read before attempting to update The Financial Edge. We recommend that you verify each item in this list before moving on to the installation and conversion procedures. Many of the items in this section are important precautions you should take to promote a successful installation. If you ignore recommendations in this list, you may have problems during the installation process.

Note: The conversion process makes irreversible changes to your database. Before proceeding, we recommend you make a backup of your 6.8.3 data and test that backup before proceeding. If the conversion process is interrupted for any reason, you must restore to that backup and begin the conversion again.

Note: After you convert Admissions Office or Registrar’s Office data, the name changes to The Education Edge.


You should have a complete backup of your current Financial Edge database before running the update. For additional information about creating and restoring backups, see the Database Administration Guide.

Before updating, make sure all users are logged out of The Financial Edge.

Make sure you have already installed and configured the latest version of Education Administration 6.8.3 for each database in your system. If you have multiple databases, you must install 6.8.3 on each.



Make sure you have a CD‐ROM drive at the server so you can access the installation CD‐ROM.

Exit all Windows applications on the server where The Education Edge will be installed.

The Education Edge includes Microsoft’s SQL Server 2008 Express.


The Education Edge 7.86 is compatible with Microsoft’s SQL Server 2012.

Microsoft’s Internet Explorer is required to run The Education Edge. Internet Explorer 7.0 (or higher) or Firefox 3 is required for WebPortal.


Network users, DO NOT RUN the setup.exe file in the deploy folder on the server or workstation on which the Blackbaud Management Console is installed. Doing so will delete the management console. When the management console is installed, a copy of The Education Edge is also installed. Because this copy automatically updates whenever the management console is updated, you do not need to run the setup.exe file on that computer.

Network users, for the deployment package to update The Education Edge on a workstation, a user must have administrative rights to add software to that computer. For more information about NTFS rights, see “Required NTFS Rights” on page 80.

Step 3: Updating The Financial Edge

You are ready to update The Financial Edge and update your network version only after you have successfully met the requirements and recommendations presented in “Step 1: Confirming Data Readiness” on page 20 and “Step 2: Important Notes Before Updating” on page 20. If you have not yet prepared for the update and conversion using this information, we strongly recommend that you review it before continuing. If you have successfully prepared using the information provided, including the Conversion Planning Guide, you are ready to continue with the conversion process by updating The Financial Edge.


Note: You can visit our website at support.blackbaud.com to view detailed system requirements.

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Updating The Financial Edge on a network

1. Before beginning the update, make sure you have opted to hide the Getting Started with the Blackbaud Management Console screen and that your server status is “Stopped”. Once you stop the server, close the Blackbaud Management Console.

2. Insert the update CD into your CD‐ROM drive. The AutoPlay Menu screen appears.

3. Click Install Software. The InstallShield Wizard screen for upgrading The Financial Edge appears.

Note: After clicking Install Software, you may see additional processing screens and a prompt to restart your computer. If prompted, restart your computer and continue with the procedure.

Note: If there are files in use that the installation process needs to update, a screen appears notifying you. Close the requested files and click Retry to continue.


4. Click Next. The Installing The Financial Edge screen appears displaying the status of the update.

5. Once the installation is complete, the InstallShield Wizard Completed screen appears.

6. Click Finish. A screen appears prompting you to restart your computer, which is required to complete the installation.

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7. Click Yes to restart now or No to restart on your own. After restarting, the Financial Edge Setup screen may appear briefly while final configuration takes place. At this point, The Financial Edge is updated.

8. Once the update installation process is complete, users can update their workstations. Because the deployment package is updated automatically, users with rights to add software are notified that an update is available the next time they open The Financial Edge. To update workstations, users must click OK when prompted.

Step 4: Converting Your Education Administration 6.8.3 Data

Once you have updated The Financial Edge to version 7.86, you can convert your Education Administration 6.8.3 data into the database. You open The Financial Edge, select the database to use, and then run the conversion utility accessible from the Plug‐Ins page in either Admissions Office or Registrar’s Office.

Converting your data on a standalone

1. Open The Financial Edge.

2. The Financial Edge splash screen appears telling you that multiple databases are detected. In most cases the screen displays your organization’s database and the sample database.

Note: After you convert Admissions Office or Registrar’s Office data, the name changes from The Financial Edge to The Education Edge.


3. Select your organization’s database. The login screen appears.

4. Enter your Supervisor user name and password.



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7. Once the database upgrade is complete, The Financial Edge opens. From any program, click Plug‐Ins on the navigation bar. The Plug‐ins page appears.









12. Click Convert.











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42. Click Close.


Installing and Converting to The Education Edge on a StandaloneA standalone system is configured for one user and data is accessed from one workstation. If your organization uses a standalone system, you should follow the installation and conversion instructions provided in this section.

You are ready to begin the installation and conversion process only when you are sure you are running the latest version of Education Administration 6.8.3 and you have read the entire Conversion Planning Guide.



Recommended Steps

If you are installing a standalone version of The Education Edge and converting Education Administration 6.8.3 data, you should complete the following steps. We recommend using this checklist to help guide you through the process. As you complete each task in the list, place a mark in the corresponding checkbox.


Prepare for the installation by reviewing “Step 2: Important Notes Before Installing” on page 35 and following the recommendations that apply to you.

Install The Education Edge. For more information, see “Step 3: Installing The Education Edge” on page 36.

Migrate your Education Administration 6.8.3 database to SQL Server using the migration wizard in the Blackbaud Management Console. Then log into the program and convert your data. You manually convert Admissions Office and Registrar’s Office data using a utility accessed on the Plug‐Ins page of the shell. Before the conversion process begins, a pre‐conversion system check analyzes your 6.8.3 data. After the system check is complete, you can print a pre‐conversion report and make any necessary changes to your 6.8.3 data. When you are ready to convert, you can start the conversion utility again. When you proceed to the conversion, you must complete conversion steps including selecting to convert to one or multiple schools, defining promotion schedules, determining how to convert attendance codes, and determining how to convert attempted and awarded credits. For more information, see “Step 4: Migrating Your Database and Converting Your Data” on page 41.

Perform the recommended post‐conversion tasks, which includes updating Crystal Reports using the CD that shipped with your The Education Edge update package. For more information, see the “Post‐conversion Checklist” on page 84.



This step is not optional. It is extremely important to the success of your conversion. Before continuing with the conversion process, make sure your data has been prepared. Once you have confirmed that your data is ready, you can continue with the installation and conversion process.

Step 2: Important Notes Before Installing

This section provides important notes you should read before attempting to install The Education Edge. We recommend that you verify each item in this list before moving on to the installation and conversion procedures. Many of the items in this section are important precautions you should take to promote a successful installation. If you ignore recommendations in this list, you may have problems during the installation process.

Make sure you have already installed and configured the latest version of Education Administration 6.8.3 for each database in your system. If you have multiple databases, you must install Education Administration 6.8.3 on each.

Warning: The conversion process makes irreversible changes to your database. Before proceeding, we strongly recommend you make a backup of your 6.8.3 data and test that backup before proceeding. If the conversion process is interrupted for any reason, you must restore to that backup and begin the conversion again.

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Make sure you have a CD‐ROM drive at the workstation on which you are updating so you can access the installation CD‐ROM.


Exit all Windows applications on the workstation where The Education Edge will be updated.

We do not recommend migrating your database on a workstation with multiple Athlon processors. If you must migrate your SQLA database(s) to SQL Server on a workstation configured with multiple Athlon processors, the migration process may freeze due to a conflict between SQL Server and the Athlon processors.


The Education Edge supports Crystal Reports. As part of your The Education Edge update process, you should install Crystal Reports, which is included in your The Education Edge update package. However, before installing, you must uninstall any earlier versions of Crystal Reports existing on your computer. For procedures, see “Post‐conversion Checklist” on page 84.

Step 3: Installing The Education Edge

You are ready to install The Education Edge only after you have successfully met the requirements and recommendations presented in “Step 1: Confirming Data Readiness” on page 35 and “Step 2: Important Notes Before Installing” on page 35. If you have not yet prepared for the conversion using this information, we strongly recommend that you review it before continuing. If you have successfully prepared using the information provided, including the Conversion Planning Guide, you are ready to continue with the conversion process by installing The Education Edge.

Installing The Education Edge on a standalone workstation

1. Place the The Education Edge install CD in your CD‐ROM drive. The AutoPlay menu screen appears.



2. Select Install Software. The InstallShield Wizard screen appears.

3. Click Next. The License Agreement screen appears.

4. Read the license agreement and, if you accept the terms, select I accept the terms of the license agreement. If you select I do not accept the terms in the license agreement, you cannot continue with the installation.

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5. Click Next. The Install Type screen appears showing the different types of installations.

6. Mark Standalone to install the program on a single workstation.

7. Click Next. The Destination Folder screen appears.

8. On this screen you can designate where to install the program. We recommend you accept the default destination folder. If you select the default location, proceed to step 10.

Note: A standalone workstation is set up for one user and data is accessed from only one workstation.


To change the default location, click Change to access the Change Current Destination Folder screen.

9. Browse to the directory in which to install the program and click OK to return to the Change Current Destination Folder screen.

10. Click Next. The Ready to Install the Program screen appears.

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To check available disk space, click Space to access the Disk Space Requirements screen.

Click OK to return to the Ready to Install the Program screen.

11. Click Install to begin the installation process. A screen appears displaying the status of the installation.

12. If there are files in use that the installation process needs to update or that need to be closed, a message appears. Close the requested files and click Retry to continue.


13. Once the installation is complete, the InstallShield Wizard Completed screen appears. Click Finish.

14. A screen appears telling you to restart your computer, which is required to complete the installation. Click Yes.

15. After restarting, you can open the program and migrate your database. Proceed to “Step 4: Migrating Your Database and Converting Your Data” on page 41.

Step 4: Migrating Your Database and Converting Your Data

Once you install The Education Edge, you need to migrate your Education Administration 6.8.3 database to SQL Server. During this process, you direct the program to your Education Administration 6.8.3 database and the program installs a blank database. Once you have installed The Education Edge and migrated your database, you log into the program and convert your data into the database.

The Sybase Adaptive Server Anywhere (ASA) database drivers must be installed on your server. If the drivers are not detected, you are prompted during the migration process to install the drivers and restart the Blackbaud Management Console. To download the drivers and obtain the password necessary to install them, select Downloads from the Support menu on our website.

Note: When you log back into your system, you will notice icons on your desktop for The Education Edge and the Blackbaud Management Console.

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Migrating a database and converting your data

1. Double‐click the Education Edge icon your desktop. A screen appears where you can select the database to use.

2. Click Migrate an Existing Database. A screen appears stating that the Blackbaud Management Console will be launched.

3. Click OK. The Blackbaud Management Console appears, open to the Getting Started screen.


4. Mark Migrate a Database and click Begin. The welcome screen for the Migrate Database Wizard appears.

5. Click Next to continue. The Path to Database screen appears.

6. In the Select ASA database to migrate field, enter the location of the your SQLA database, named SA.db. You can use the browse button to locate your database.

Note: The Sybase Adaptive Server Anywhere (ASA) database drivers must be installed on your server. If the drivers are not detected, you are prompted during the migration process to install the drivers and restart the Blackbaud Management Console. To download the drivers and obtain the password necessary to install them, select Downloads from the Support menu on our website.

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7. Click Next to continue. The Select Server screen appears.

8. Mark Use The Education Edge database server if you want to use SQL Server 2008 Express Edition. If you select this option, proceed to step 13.

9. Mark Select another SQL Server instance if you want to use a server other SQL Server 2008 Express Edition.

10. Click Next to continue. The Server Information screen appears.

11. In the Select Server frame, select the server to which you want to migrate a database. You can click Available to display the available servers. Once you display the available servers, you can click Registered to display the registered servers available to you.


12. In the Login information frame, select the type of authentication you want to use. Select Use Windows authentication if you are using your own version of SQL Server with Windows authentication. Select Use SQL Server authentication if you are using a SQL Server authentication only.

13. If you select Use SQL Server authentication, you must enter a Login name and Password for the server.

14. Click Test to check the database connection. If the database connection fails, check the login information and verify that you selected the correct server.

15. Click Next to continue. The Database Information screen appears.

16. In the Path for migrated database field, enter the location where you want your Education Edge database to reside. You can use the browse button to map to the location.

17. Enter a database name in the Name for migrated database field. This name appears on the server and when you log in.

18. You can enter a description of the database in the Description for migrated database field. The description you enter will be seen when you log in to the program.

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19. Click Migrate to continue. The Migration in Progress screen appears.

20. Once the migration is complete, click Next to continue. The final screen of the Migrate Database Wizard appears.

21. Click Finish to close the Migrate Database Wizard and return to the Blackbaud Management Console.

22. Close the Blackbaud Management Console.

23. Double‐click the Education Edge icon your desktop. A screen appears where you can select the database to use. Click the name of the database you migrated.


24. The login screen appears.

25. Enter “Supervisor” as the user name and “admin” as the password.



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28. Once the database upgrade is complete, The Education Edge opens to the Plug‐ins page.









33. Click Convert.











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63. Click Close.


Installing and Converting to The Education Edge on a Network

A network installation configures the software for multiple users working on multiple workstations. During the installation and conversion processes for a network version, you install The Education Edge on your server and convert your Education Administration 6.8.3 data.

You are ready to begin the installation and conversion processes only when you are sure you are running the latest version of Education Administration 6.8.3 and you have read the entire Conversion Planning Guide.


Note: For detailed information about network and database administration, see the Database Administration Guide.


Follow the instructions in this section to update a server and workstations. For more detailed information about updating user workstations and the deployment package, see the Database Administration Guide.

Recommended Steps

If you are installing a network version of The Education Edge and converting Education Administration 6.8.3 data, you should complete the following steps. We recommend using this checklist to help guide you through the process. As you complete each task in the list, place a mark in the corresponding checkbox.


Prepare for the installation by reviewing “Step 2: Important Notes Before Installing” on page 57 and following the recommendations that apply to you.

Install The Education Edge. For more information, see “Step 3: Installing The Education Edge” on page 58. The deployment package updates automatically.

Migrate your Education Administration 6.8.3 database to SQL Server using the migration wizard in the Blackbaud Management Console. Then log into the program and convert your data. You manually convert Admissions Office and Registrar’s Office data using a utility accessed on the Plug‐Ins page of the shell. Before the conversion process begins, a pre‐conversion system check analyzes your 6.8.3 data. After the system check is complete, you can print a pre‐conversion report and make any necessary changes to your 6.8.3 data. When you are ready to convert, you can start the conversion utility again. When you proceed to the conversion, you must complete conversion steps including selecting to convert to one or multiple schools, defining promotion schedules, determining how to convert attendance codes, and determining how to convert attempted and awarded credits. For more information, see “Step 4: Migrating Your Database and Converting Your Data” on page 65.

Perform the recommended post‐conversion tasks, which includes updating Crystal Reports using the CD that shipped with your The Education Edge package. For more information, see the “Post‐conversion Checklist” on page 84.

Once you have updated the server and converted your data, and completed post‐conversion tasks, you can install The Education Edge on user workstations.



This step is not optional. It is extremely important to the success of your conversion. Before continuing with the conversion process, make sure your data has been prepared. Once you have confirmed that your data is ready, you can continue with the installation and conversion process.

Step 2: Important Notes Before Installing

This section provides important notes you should read before attempting to install The Education Edge. We recommend that you verify each item in this list before moving on to the installation and conversion procedures. Many of the items in this section are important precautions you should take to promote a successful installation. If you ignore recommendations in this list, you may have problems during the installation process.

Note: The conversion process makes irreversible changes to your database. Before proceeding, we recommend you make a backup of your 6.8.3 data and test that backup before proceeding. If the conversion process is interrupted for any reason, you must restore to that backup and begin the conversion again.

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Make sure you have already installed and configured the latest version of Education Administration 6.8.3 for each database in your system. If you have multiple databases, you must install 6.8.3 on each.



Make sure you have a CD‐ROM drive at the server so you can access the installation CD‐ROM.

Exit all Windows applications on the server where The Education Edge will be installed.

The Education Edge includes Microsoft’s SQL Server 2008 Express Edition.


The Education Edge 7.86 is compatible with Microsoft’s SQL Server 2012.


We do not recommend migrating your database on a workstation with multiple Athlon processors. If you must migrate your SQLA database(s) to SQL Server on a workstation configured with multiple Athlon processors, the migration process may freeze due to a conflict between SQL Server and the Athlon processors.


Network users, DO NOT RUN the setup.exe file in the deploy folder on the server or workstation on which the Blackbaud Management Console is installed. Doing so will delete the management console. When the management console is installed, a copy of The Education Edge is also installed. Because this copy automatically updates whenever the management console is updated, you do not need to run the setup.exe file on that computer.

Network users, for the deployment package to update The Education Edge on a workstation, a user must have administrative rights to add software to that computer. For more information about NTFS rights, see “Required NTFS Rights” on page 80.

The Education Edge supports Crystal Reports. As part of your The Education Edge update process, you should install Crystal Reports, which is included in your The Education Edge update package. However, before installing, you must uninstall any earlier versions of Crystal Reports existing on your computer. For procedures, see “Updating Crystal Reports” on page 88.

Step 3: Installing The Education Edge


Note: You can visit our website at support.blackbaud.com to view detailed system requirements.


You are ready to install The Education Edge and update your network version only after you have successfully met the requirements and recommendations presented in “Step 1: Confirming Data Readiness” on page 57 and “Step 2: Important Notes Before Installing” on page 57. If you have not yet prepared for the installation and conversion using this information, we strongly recommend that you review it before continuing. If you have successfully prepared using the information provided, including the Conversion Planning Guide, you are ready to continue with the conversion process by installing The Education Edge.

Installing The Education Edge on a server

1. Before beginning the update, make sure your server is running. However, we do recommend that you close the Blackbaud Management Console.

2. Place the The Education Edge install CD in your CD‐ROM drive. The AutoPlay menu screen appears.

3. Select Install Software. The InstallShield Wizard screen appears.

Note: If your server has more than one hard drive, we recommend you check to see which drive has the most free space before installing.

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4. Click Next. The License Agreement screen appears.

5. Read the license agreement. If you accept the terms, mark I accept the terms of the license agreement. If you select I do not accept the terms in the license agreement, you cannot continue with the installation.

6. Click Next. The Install Type screen appears.

7. Mark Network.


8. Click Next. The Destination Folder screen appears.

9. On this screen you can choose where you want to install the program. We recommend you accept the default destination folder. If you select the default location, proceed to step 10.

If you want to change the default location, click Change to access the Change Current Destination Folder screen.

10. Browse to the directory where you want to install the program and click OK to return to the Change Current Destination Folder screen.

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11. Click Next. The Deployment Folder screen appears.

12. In the Deployment folder field, enter the location of the directory you want to install the deploy kit. All users on the network will need to access the deploy kit in order to install the program. You can use the Browse button to locate the directory.

13. Click Next. The Client Installation Folder screen appears.

Note: You do not have to place the deploy kit on the same drive or location as the database.

Warning: If a client workstation is not able to create the specified installation folder, or if there is not enough space on the drive, the installation will fail on that specific client workstation.


14. Mark Allow users to select the installation folder if you want your client workstations to be able to name the installation folder and choose its location. Mark Create default location for all client installations if you want all client workstations to use the same installation folder name and location.

15. Click Next. The Ready to Install the Program screen appears.

If you want to check available disk space, click Space to access the Disk Space Requirements screen.

Click OK to return to the Ready to Install the Program screen.

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16. Click Install to begin the installation process. A screen appears displaying the status of the installation.

17. If there are files in use that the installation process needs to update or that need to be closed, a screen appears notifying you. Close the requested files and click Retry to continue.

18. Once the installation is complete, the InstallShield Wizard Completed screen appears. Click Finish.


19. A screen appears prompting you to restart your computer, which is required to complete the installation. Click Yes to restart now or No to restart on your own.

20. After restarting, you can start the conversion process. Proceed to “Step 4: Migrating Your Database and Converting Your Data” on page 65.

Step 4: Migrating Your Database and Converting Your Data

Once you install The Education Edge, you need to migrate your Education Administration 6.8.3 database to SQL Server. During this process, you direct the program to your Education Administration 6.8.3 database and the program installs a blank database. Once you have installed The Education Edge and migrated your database, you log into the program and convert your data into the database.

Migrating a database and converting your data

1. Double‐click the Education Edge icon your desktop. A screen appears where you can select the database to use.

Note: When you log back into your server, you will notice icons on your desktop for The Education Edge and the Blackbaud Management Console.


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2. Click Migrate an Existing Database. A screen appears stating that the Blackbaud Management Console will be launched.

3. Click OK. The Blackbaud Management Console appears, open to the Getting Started screen.

4. Mark Migrate a Database and click Begin. The welcome screen for the Migrate Database Wizard appears.


5. Click Next to continue. The Path to Database screen appears.

6. In the Select ASA database to migrate field, enter the location of the your SQLA database, named SA.db. You can use the browse button to locate your database.

7. Click Next to continue. The Select Server screen appears.


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8. Mark Use The Education Edge database server if you want to use SQL Server 2008 Express Edition. If you select this option, proceed to step 13.

9. Mark Select another SQL Server instance if you want to use a server other than SQL Server 2008 Express Edition.

10. Click Next to continue. The Server Information screen appears.

11. In the Select Server frame, select the server to which you want to migrate a database. You can click Available to display the available servers. Once you display the available servers, you can click Registered to display the registered servers available to you.

12. In the Login information frame, select the type of authentication you want to use. Select Use Windows authentication if you are using your own version of SQL Server with Windows authentication. Select Use SQL Server authentication if you are using a SQL Server authentication only.

13. If you select Use SQL Server authentication, you must enter a Login name and Password for the server.

14. Click Test to check the database connection. If the database connection fails, check the login information and verify that you selected the correct server.


15. Click Next to continue. The Database Information screen appears.

16. In the Path for migrated database field, enter the location where you want your Education Edge database to reside. You can use the browse button to map to the location.

17. Enter a database name in the Name for migrated database field. This name appears on the server and when you log in.

18. You can enter a description of the database in the Description for migrated database field. The description you enter will be seen when you log in to the program.

19. Click Migrate to continue. The Migration in Progress screen appears.

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20. Once the migration is complete, click Next to continue. The final screen of the Migrate Database Wizard appears.

21. Click Finish to close the Migrate Database Wizard and return to the Blackbaud Management Console.

22. Close the Blackbaud Management Console.

23. Double‐click the Education Edge icon your desktop. A screen appears where you can select the database to use. Click the name of the database you migrated.

24. The login screen appears.

25. Enter “Supervisor” as the user name and “admin” as the password.




28. Once the database upgrade is complete, The Education Edge opens to the Plug‐ins page.

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33. Click Convert.


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63. Click Close.


Required NTFS Rights

After updating your network installation, users will need to update their workstations. To update The Education Edge on workstations, users need NTFS rights to the following directories, including subdirectories:


Note: The directories included in the table are system defaults only. Your directory locations and names could be different if they were changed from the original default settings.

Directory Permissions

Deploy folder on server RX

C:\Program Files\Blackbaud\The Financial Edge FULL

C:\Program Files\Common Files\Blackbaud FULL


• If running Windows, when adding these NTFS folder permissions, click the Advanced button on the NTFS Properties tab and mark the Reset permissions on all child objects and enable propagation of inheritable permissions checkbox. This step will propagate the permissions to all files and folders within the parent folder.

• For information about editing NTFS permissions, reference Knowledgebase Solution BB3124. You can access the Knowledgebase on our website at kb.blackbaud.com.

• If these rights prove to be insufficient, we recommend using ProcessMonitor to determine where additional rights are needed. ProcessMonitor is a third‐party utility that is useful for troubleshooting permission issues. For more information about ProcessMonitor, reference Knowledgebase Solution BB50451. You can access the Knowledgebase on our website at kb.blackbaud.com.

C:\TEMP FULL

C:\Windows\System32 RX

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3chapter

Post-conversion Tasks

Post‐conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Comparing System Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Planning Security in a Shared Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Designating Faculty Access for the Web Supervisors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Setting Up Your New Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Updating Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Accessing Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Accessing Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Unlocking Optional Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

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Once you complete the conversion process, we recommend that you perform a number of post‐conversion tasks before beginning day‐to‐day operations. These tasks include validating your database and re‐creating reports and queries using the information you gathered during pre‐conversion planning.

To help you complete each post‐conversion task, we created a checklist you can follow. We recommend you complete each task in the checklist in the suggested order.

Post-conversion ChecklistThis checklist contains steps to follow after converting your data from the latest version of Education Administration 6.8.3 to The Education Edge.

Check the exception report (EEExceptions.txt) and conversion log (EEConvert.log) generated during the conversion. The exception report and conversion log are saved in the Conversion subdirectory of the Financial Edge directory on the local drive of the workstation you used for conversion. (If you accepted the default location, this is C:\Program Files\Blackbaud\The Financial Edge\Conversion.)

Use the exception report to fix any exceptions found in your Admissions Office and Registrar’s Office data before using the system. This includes not using any of the Financial Edge programs in the shared database until you address all exceptions.

Use the conversion log to review what the program did during conversion, including what the program may have changed and what information did not convert.

Validate your database. This is an optional but recommended step you can use to check for inconsistent or corrupt data. You can run the Validate Database utility from the Administration page in either Admissions Office or Registrar’s Office. For more information about validating your database, see the Administration Guide for The Education Edge.

We recommend you back up your database before running the Validate Database utility. For information and instructions for backing up your database, see the Database Administration Guide.

Compare your record totals in Education Administration 6.8.3 to your record totals in The Education Edge. For more information, see “Comparing System Statistics” on page 85.

Re‐create your security groups and assign users to groups. All of your organizations’ security users convert, but the security groups to which the users belong do not. To prepare for this, we recommended that you write down the security rights and users assigned to each group. Using this information, the person responsible for security should be able to easily re‐create the groups once the conversion is complete. For more information about security groups and users, see the Administration Guide for The Education Edge.

Keep in mind that if you create a group of users to have access to both Admissons Office and Registrar’s Office, you must set the same restrictions for records in both programs in order for the restrictions to work. If you do not set the same restrictions, the program uses the least restrictive rights. For example, if a user has read only access to faculty/staff records in Admissions Office, but editable access to faculty/staff records in Registrar’s Office, the user will have editable access in both programs.

You must also consider Supervisor security in your new database:

If you have both The Education Edge and The Financial Edge, plan security so supervisors will not see sensitive accounting information. For more information, see “Planning Security in a Shared Database” on page 86.

Designate the users that can log into Faculty Access for the Web as Supervisor. For more information, “Designating Faculty Access for the Web Supervisors” on page 86.

Warning: We strongly recommend you create a backup of your database before validating your database. If you cancel the validation, you can damage your database.

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Because query, report, report card, and transcript parameters do not convert, we recommended that you record the parameters defined in Education Administration 6.8.3. Now, after converting, you can use that information to recreate these in The Education Edge. Once recreated, compare your new queries, reports, report cards, and transcripts to those from Education Administration 6.8.3 to verify they are providing accurate results.

For more information about creating queries, see the Query Guide. For information about creating reports, see the Reports Guide for Admissions Office and the Reports Guide for Registrar’s Office. For more information about creating report cards and transcripts, see the Mail Guide for The Education Edge.

By default, any attendance codes you convert as tardy codes do not count in attendance calculations. On the Attendance Codes page in Configuration, you can further define tardy codes to include in calculations. To include a tardy code in calculations, mark the checkbox in the Use in Attendance Calculations column. If you mark this checkbox for a code, enter the number of tardies that counts as one absence in the # of Tardies = 1 Absence column. For more information about defining attendance codes, see the Configuration Guide for Registrar’s Office.

Edit individual records as needed. Because relation and relation spouses convert to separate individual records, you may need to review and clean up your data after conversion.

Individual records created from relation spouses convert using the couple’s titles and spouse’s name, for example, Mrs. and Mr. Susan Nolen. To avoid sending mailings with inaccurate addressee/salutations, review and edit addressee/salutations in The Education Edge after converting.

If a relation record with spouse information is marked to receive report cards in 6.8.3, both individual records created upon conversion are marked to receive report cards, even if one of them is marked deceased in version 6.8.3. To avoid mistakenly sending report cards to too many relations or sending a report card to a deceased relation, edit the individuals with Receives Report Card marked in The Education Edge after converting.

Edit phone types as needed. Because you cannot have multiple phone numbers associated with a single phone type on a record, any duplicate phone types convert with numbers appended to them such as “Home,” “Home 1,” and “Home 2.”.

Use the Set up page in Administration in Admissions Office and the Set up page in Administration in Registrar’s Office to set up your programs before day‐to‐day operations begin. You may have already completed some of these Set up steps in previous post‐conversion checklist items. For more information, including special considerations, see “Setting Up Your New Programs” on page 87.

Update Crystal Reports. Because The Education Edge supports Crystal Reports, we have included a Crystal Reports installation CD with one user license in the Education Edge installation package. Before installing Crystal Reports, you must uninstall any earlier versions of Crystal Reports. For more information, see “Updating Crystal Reports” on page 88.

If you have the optional modules Faculty Access for the Web and NetClassroom, you should install the new versions compatible with The Education Edge. For information about installing these optional modules, see the Administration Guide for Faculty Access for the Web and the Administration Guide for NetClassroom.

Installing the new versions does not remove your versions compatible with Education Administration 6.8.3. You can remove your 6.8.3 versions when you are ready. After you set up the 7 versions, be sure to inform your users of the change in the URL address so they can update their shortcuts.

Comparing System Statistics

In the Conversion Planning Guide, we recommended that you write down the number of records in your Education Administration 6.8.3 database. You accessed this information by selecting File, System Statistics in Utilities and Housekeeping.

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After converting, click View system statistics on the Administration page in both Admissions Office and Registrar’s Office to view the totals of records in your converted data.

When viewing record totals, keep in mind:

• Education Administration 6.8.3 calculates student/applicant records as one record. The Education Edge calculates the student and applicant views of a record separately.

• The number of individual records in The Education Edge is greater than the number of relation records in Education Administration 6.8.3. This is because spouses did not have separate records in Education Administration 6.8.3. The number of individual records in The Education Edge also includes organization contacts who did have separate records in Education Administration 6.8.3.

• The number of organization records in The Education Edge is greater than the number of organization records in Education Administration 6.8.3 because the organizations listed on relation business records convert as organization records.

For more detailed data comparisons between records in Education Administration 6.8.3 and The Education Edge, we recommend using queries. You can use queries to find records that meet certain conditions. In The Education Edge, you can open a record directly from your search results. For more information about queries, see the Query Guide.

Planning Security in a Shared Database

In The Education Edge, a user with supervisor rights, as set up in Security, has access to The Education Edge and The Financial Edge. If you have The Financial Edge, after converting we strongly recommend you set up a separate security group for Admissions Office and Registrar’s Office named, for example, “AORO Administrators”. Grant the necessary rights to this group, such as full access to Admissions Office, Registrar’s Office, and the applicable shared components. You can have a single user, your system administrator for The Education Edge, in this group. This single user would then be able to manage the user accounts for everyone with access to The Education Edge. With this setup, you can avoid other users having access to all programs, including sensitive accounting data. However, be aware that users with access to Security in Shared Components can change their own security rights and those of any other user or group.

Designating Faculty Access for the Web Supervisors

Users with Supervisor rights to The Education Edge also have Supervisor rights to Faculty Access for the Web. However, you can give Supervisor rights to Faculty Access for the Web to users without granting them Supervisor rights to The Education Edge.

To grant a user Supervisor rights to Faculty Access for the Web only, mark the FAWeb Supervisor Rights checkbox on the user’s security record in Administration. Once you mark this checkbox, you cannot access the Faculty Access for the Web settings on the Online Security tab. If a user needs to log into Faculty Access for the Web as both a Supervisor and a teacher, advisor, or administrator, you must create two different security records for the user. However, you can still assign the user to security groups for accessing The Education Edge.


A user with Supervisor rights to Faculty Access for the Web does not need to be a member of a Faculty Access for the Web security group or have access to online modules.

Setting Up Your New Programs

Set up pages in the program provide a list of steps to complete. In Administration in Admissions Office, click Set up Admissions Office. In Administration in Registrar’s Office, click Set up Registrar’s Office. Once you click a link, a Set up page appears that guides you through the recommended steps for setting up the program.

You should allot time for going through these steps in each program before allowing daily operations to begin. These tasks cover the foundation of your program, including setting up business rules that affect the entire program and defining scheduling and grading information.

Special considerations include:

• In pre‐conversion considerations, we recommended that you standardize certain tables between Admissions and Registrar’s Office 6.8.3 and Student Billing. Review these tables to make sure you do not have duplicate entries. Make sure your grade levels are in order from lowest to highest.

• If you are converting to multiple schools, it is important to review your scheduling information to set up your cycles, timetables, patterns, and scheduling rules for your scheduling needs in the new structure.

You should review and rename your timetables after conversion because one converted timetable name may represent several timetables from 6.8.3 if the timetable information was exactly the same. Duplicate timetables do not convert.

• Business rules are new for The Education Edge and similar in concept to “preferences” in Education Administration 6.8.3; however, business rules have a broader scope affecting settings throughout the program. Using business rules effectively is extremely important to the overall success of The Education Edge.

• Review your course average calculations and adjust your factors if necessary. If you used a factor in the calculation that is less than 1, it converts to 1.

Note: To access a checklist of these steps with links to the related help topics, press F1 on your keyboard when on the Set up page.

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• If an addressee/salutation did not convert, it may be due to the format of the addressee/salutation in 6.8.3. If the addressee/salutation format selected in 6.8.3 contains a field for which there is no data, the addressee/salutation does not convert, though this may not be visible to you in the selected addressee/salutation. After converting, you can use the Globally Change Records utility in Administration to globally add or replace the primary addressee, primary salutation, and other addressee/salutations on selected student records.

• As you begin to use The Education Edge, be aware of how phone numbers are formatted. Phone numbers in The Education Edge must be entered with either 7 digits or 10 digits (including the area code). If you include an extension, you must enter the 10‐digit code including the area code first, then enter “Ext” before the extension code. After conversion, if you see a phone number incorrectly formatted, edit the phone number according to this rule.

• As you begin to use The Education Edge, be aware of any duplicate addresses and consider linking addresses if you did not link addresses previously in 6.8.3. If you entered the same address on different records in 6.8.3, such as for a family, then added relations among the records and marked Same address(es) as Applicant/Student, duplicate addresses can be converted for the applicant/student because these addresses are not linked, even if the addresses are exactly the same.

• In The Education Edge, you set the attendance tracking method by academic year. The attendance tracking method converts to “Class and day attendance” and all your attendance converts to class attendance entries, unless you have no periods defined in a year. If you have no periods defined in a year, the attendance tracking method converts to “Day only attendance” and all attendance in the year converts as day attendance. If an academic year in 6.8.3 contains periods, but you have day attendance entered in that year, you should change the attendance tracking method for the year to “Day only attendance” after converting so you can view the day attendance codes.

• Be aware of your student progression entries created during conversion. Grade levels used by student progression entries are reflected throughout the program, but are not linked to the current grade on the Bio 1 tab of student records.

Updating Crystal Reports

Because The Education Edge supports Crystal Reports, we have included a Crystal Reports installation CD with one user license in the Education Edge package. We recommend you install Crystal Reports on the workstation of the user who will be using the application most often.

Clients creating custom reports using Export in The Education Edge with Crystal Reports will need a license for each person creating custom reports. In addition, each license is associated with a particular product, which means if one person is reporting from both The Education Edge and The Raiser’s Edge, that individual needs two Crystal Reports Standard licenses. For information about purchasing additional Crystal Reports Standard licenses, send an email to [email protected] or call your account executive at 1‐800‐443‐9441.

Before installing Crystal Reports, you must uninstall any earlier versions of the software.

Uninstalling Crystal Reports 7 (or lower)

1. From the Start menu, select Settings, Control Panel. The Control Panel screen appears.

2. Double‐click Add/Remove Programs.The Add/Remove Programs screen appears.

3. Locate and select Crystal Reports 7 (or lower).

4. Click Remove. A screen appears asking you to confirm the uninstall of this program.

5. Click Yes. The uninstall process begins.

6. You may receive messages asking if you want shared files removed. Even if the message suggests the file may no longer be needed, we recommend selecting No to All and leaving all shared files. Uninstalling continues.

7. When uninstalling is complete, a confirmation screen appears. Click OK. You return to the Add/Remove Programs screen and are now ready to install Crystal Reports.


Installing Crystal Reports

1. Place the Crystal Reports CD, included with your Education Edge package, in your CD‐ROM drive. Setup should start automatically. If it does not, you can access the setup.exe from Windows Explorer.

2. The program searches your computer, attempting to locate any existing versions of Crystal Reports. If an existing version is found, the program recommends exiting the setup procedure and uninstalling the older version. If no existing version is found, a screen appears welcoming you to the Crystal Reports for Blackbaud Installation Wizard.

3. Click Next. A screen appears displaying the license agreement.

4. To accept the license agreement, mark the option and click Next. A screen appears asking you to select an installation type.

5. Because Typical is the easiest and most common type of installation, select Typical. Visit www.crystaldecisions.com to access Crystal Reports documentation containing a detailed explanation of each installation type.

6. In the Destination Folder frame, enter where on your computer to install Crystal Reports. You can accept the default location or click Browse to map to a new location.

7. Click Next. A screen appears requesting installation confirmation.

8. Click Next. The installation process begins. A screen appears displaying the progress of the installation. When the installation is complete, a confirmation screen appears.

9. Click Finish. Crystal Reports is now installed. To open Crystal Reports, access the Start menu, select Programs, and then Crystal Reports for Blackbaud.

Accessing Sample Data

If you do not have The Financial Edge, a sample database installs containing sample data for Admissions Office and Registrar’s Office. If you have The Financial Edge, the sample database does not install. You can access the sample database for Admissions Office and Registrar’s Office on your CD and attach the database using the Blackbaud Management Console. You can only have one sample database attached at a time. For more information about using the Blackbaud Management Console, see the Database Administration Guide.

Accessing DocumentationTo quickly access help topics for a specific program area, press F1 on your keyboard. For more information about using our help file, see the Finding Help chapter of the Program Basics Guide or click Finding Help on the Welcome topic in the help file.

You can also access user guides for The Education Edge in a portable document format (*.pdf), which requires a Reader to view. If you do not have a Reader, you must install one before you can view the user guides.

Unlocking Optional ModulesWhen you purchase an optional module or additional user license from Blackbaud, you are given a code. You must enter this code to “unlock” or activate the optional module or user license.

Note: Sample data is for training purposes only.

Note: Visit our website at support.blackbaud.com for the latest documentation and information.

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If you did not receive your unlock code, or the code does not work, you can create a case in Case Central on Blackbaud’s website. Please include the database serial number when you request this information. You can locate the database serial number by clicking Help, About The Education Edge on the menu bar.

Unlocking an optional module or additional user licenses

1. From the shell menu bar in The Education Edge, select Tools, Unlock Add‐on Modules. The Unlock Optional Modules screen appears.

2. In the Please enter your activation key here field, enter the code you were given when you purchased the optional module or user license. The code must be entered in all capital letters.

3. Click OK. A confirmation message appears.

If you enter the code incorrectly, a message appears.

Click OK and enter the activation key again. After you enter the key correctly the confirmation message appears.

4. Once you have entered the correct activation key, click OK. Before you can use the optional module or user licenses, you must log off and log back into The Education Edge.

Note: If you need to purchase additional modules or user licenses, please contact your Account Representative.

Index

Aaccessing

documentation 89sample data 89

administering databases 21Admissions Office, setting up 87ASA database 36, 41, 58

BBlackbaud Management Console 21, 35, 57BMC, see Blackbaud Management Console

Cchecklist, post‐conversion 84conversion

comprehensive plan 3hardware 3key elements 2pre‐conversion considerations 3successful 2time required 2training 3

conversion log 84converting data

Education Administration 6.8.3 9, 24with Blackbaud Management Console 42, 65

converting to The Education Edgewith The Financial Edge

data readiness, confirming 7, 20on a network 19on standalone workstations 6

without The Financial Edgedata readiness, confirming 35, 57on a network 56on standalone workstations 34

Crystal Reports, updating 88

Ddatabase

accessing sample 89ASA, before installing The Education Edge 58ASA, migrating databases 36, 41

migrating with Blackbaud Management Console 35, 57

using Blackbaud Management Console 21validating 84

designating Faculty Access for the Web supervisor 86

documentation, accessing 89

EEducation Administration 6.8.3

converting 24updating 9

Education Edge, Thebefore installing 35, 57converting data

on a network 41, 65on standalone workstations 9, 24

converting towith The Financial Edgeon a network 19on standalone workstations 6

without The Financial Edgeon a network 56on standalone workstations 34

documentation 89installing

on a server 58, 59on standalone workstations 36

migrating data 41, 65sample data 89

exception report 84

FFaculty Access for the Web, supervisor 86Financial Edge, The

and converting to The Education Edgeon a network 19on standalone workstations 6

before updating 7, 20migrating databases 42, 65updating

on a network 22, 56on standalone workstations 8overview 8, 21

92

Hhardware 3

Iindividual records, editing after conversion 85installing

Faculty Access for the Web 85NetClassroom 85The Education Edge

on a server 59on standalone workstations 36

Internet Explorer 8, 21, 36, 58

MMicrosoft Server SQL Server Desktop Engine

converting to The Education Edge 35, 57migrating Education Administration 6.8.3 data

41, 65migrating databases 42, 65

Nnetwork

converting to The Education Edge 19, 56installing The Education Edge 56updating The Financial Edge 19, 22

Ooptional modules, unlocking 89

Pphone types, editing after conversion 85planning for conversion 3post‐conversion checklist 84pre‐conversion considerations 3

Qqueries, recreating 85

Rrecord totals, comparing 84Registrar’s Office, setting up 87report cards, recreating 85reports, recreating 85

Ssample data, accessing 89security

groups and users 84supervisors 84

server, installing The Education Edge 59setting up new programs

Admissions Office 87Registrar’s Office 87

standalone workstationconverting Education Administration 6.8.3 24converting to The Education Edge

with The Financial Edge 6without The Financial Edge 34

installing The Education Edge 36updating

Education Administration 6.8.3 9The Financial Edge 8

successful conversion 2supervisor

Faculty Access for the Web 86in shared database 86

system statistics 84

Ttardy codes, setting up after conversion 85time for converting 2training 3transcripts, recreating 85

Uunlocking optional modules 89updating

Crystal Reports 88The Financial Edge

on a network 19, 22on standalone workstations 8

TheEducationEdge Conversion Guide - Blackbaud · 2015. 3. 4. · 2 CHAPTER Welcome to the...

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